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Legacy Wealth Asset Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Legacy Wealth Asset Management’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$898K Sell
15,672
-6,165
-28% -$367K 0.2% 146
2026
Q2 		$1.23M Sell
21,837
-2,352
-10% -$164K 0.27% 98
2026
Q1 		$1.73M Sell
24,189
-4,769
-16% -$381K 0.42% 52
2025
Q4 		$1.96M Sell
28,958
-1,789
-6% -$94K 0.48% 43
2025
Q3 		$1.37M Buy
30,747
+767
+3% +$28.9K 0.33% 81
2025
Q2 		$1.03M Buy
29,980
+1,862
+7% +$59.7K 0.26% 100
2025
Q1 		$914K Buy
28,118
+593
+2% +$18.1K 0.25% 99
2024
Q4 		$759K Buy
27,525
+1,291
+5% +$38.6K 0.21% 133
2024
Q3 		$780K Sell
26,234
-1,082
-4% -$30.4K 0.21% 136
2024
Q2 		$760K Sell
27,316
-235
-0.9% -$6.47K 0.21% 127
2024
Q1 		$656K Sell
27,551
-5,780
-17% -$129K 0.18% 163
2023
Q4 		$759K Sell
33,331
-4,976
-13% -$111K 0.25% 118
2023
Q3 		$814K Sell
38,307
-8
-0% -$181 0.3% 102
2023
Q2 		$837K Sell
38,315
-889
-2% -$20.6K 0.29% 93
2023
Q1 		$906K Sell
39,204
-159
-0.4% -$3.44K 0.33% 89
2022
Q4 		$905K Buy
39,363
+1,655
+4% +$33.8K 0.34% 91
2022
Q3 		$689K Buy
37,708
+2,328
+7% +$43K 0.3% 112
2022
Q2 		$689K Buy
35,380
+5,609
+19% +$122K 0.28% 140
2022
Q1 		$710K Buy
29,771
+3,017
+11% +$69.9K 0.25% 155
2021
Q4 		$599K Buy
26,754
+541
+2% +$12.2K 0.2% 182
2021
Q3 		$560K Buy
26,213
+152
+0.6% +$3.56K 0.26% 151
2021
Q2 		$656K Sell
26,061
-2,684
-9% -$69.2K 0.29% 136
2021
Q1 		$679K Sell
28,745
-1,792
-6% -$45.4K 0.31% 135
2020
Q4 		$780K Buy
+30,537
New +$722K 0.39% 87

Other funds holding SIVR

AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Legacy Wealth Asset Management's SIVR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 28% in Q3 2026, selling an estimated $367K and leaving 15,672 shares worth $898K. The position accounts for 0.2% of the portfolio, ranked #146.

Legacy Wealth Asset Management first reported a position in SIVR in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.96M in Q4 2025. 15 funds tracked by Wall St. Rank hold SIVR as of Q3 2026.

  • Legacy Wealth Asset Management held 15,672 shares of abrdn Physical Silver Shares ETF worth $898K as of Q3 2026.
  • Legacy Wealth Asset Management sold 6,165 abrdn Physical Silver Shares ETF shares in Q3 2026, an estimated $367K.
  • abrdn Physical Silver Shares ETF made up 0.2% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #146 holding.
  • Legacy Wealth Asset Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's abrdn Physical Silver Shares ETF position peaked at $1.96M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.